How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms

FEBRUARY 13, 2024 | WEBINAR

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved.

In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.

Whether you’re interested in Separately Managed Accounts or other direct exposure investment solutions, this session is for you!

1 CFP CE credit | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

VIEW AND DOWNLOAD THE WEBINAR RESOURCES BELOW

Sponsored By:

Watch the Replay - 2/13/24

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Alexander Nary

Head of HeightZero

BitGo

Matthew Kolesky

Co-Founder
Chief Compliance Officer

Arbor Digital

Webinar Resources

From Arbor Digital:

Arbor Digital General Due Diligence Form

Arbor Digital Brochure

Flagship Fact Sheet

Compass Fact Sheet

From BitGo

BitGo Safeguarding Client Assets

BitGo QC Evaluation and Checklist

Upcoming Events

What You Need to Know About the New Spot Bitcoin ETFs
MARCH 5, 2024 | 2pm-3pm | WEBINAR

Collectively, these ETFs generated more AUM than any ETF launch in history—but what does it all mean for your clients, and for your practice? Join Ric Edelman and Bitwise CIO Matt Hougan to discover the impact and implications of these new ETFs on practice management, investment strategy and value-added client service. You’ll learn why SEC approval of the spot bitcoin ETFs is a historic event, how the market is reacting to them, how to understand the differences between them, what’s coming next in crypto ETFs—and much more.
>> FULL DETAILS

VISION 2024
JUNE 2-4, 2024 | AUSTIN, TX

VISION is the longest-running digital assets investment conference specifically for financial professionals. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.
>> FULL DETAILS

Past Events

How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms
FEBRUARY 13, 2024 | WEBINAR | 1 CE CREDIT

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved. In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.
>> WATCH THE REPLAY

Bitcoin ETF Breakthrough: What it means for investors
JANUARY 18, 2024 | WEBINAR
Live Webinar Only. No Replay | For Financial Professionals Only

The launch of spot bitcoin exchange-traded funds in the U.S. represents a convergence of bitcoin and traditional finance – making bitcoin more accessible to a wider range of investors.

Join Ric Edelman, along with BlackRock’s Jay Jacobs, US Head of Thematics and Alternative ETFs, and Robert Mitchnick, Head of Digital Assets, as they discuss the fundamentals of bitcoin and bitcoin ETFs.
>> FULL DETAILS

Answering the Top 10 Questions About the New Bitcoin ETFs
JANUARY 12, 2024 | WEBINAR

Spot bitcoin ETFs are here! What does their approval mean for investors? Join Ric Edelman and Bitwise CIO Matt Hougan as they answer your most pressing questions about the new spot bitcoin ETFs.
>> FULL DETAILS

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines